B

Baird Portfolio holdings

AUM $9.78B
1-Year Est. Return 11.39%
This Quarter Est. Return
1 Year Est. Return
+11.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.03B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$93.7M
3
+$92.2M
4
MSFT icon
Microsoft
MSFT
+$79.2M
5
PEP icon
PepsiCo
PEP
+$74.9M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.97%
2 Technology 10.63%
3 Healthcare 9.42%
4 Financials 9.16%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.7M 0.67%
+1,039,308
27
$33.3M 0.66%
+941,941
28
$30.9M 0.61%
+260,801
29
$30.6M 0.61%
+420,979
30
$28.8M 0.57%
+2,374,580
31
$28.6M 0.57%
+156,662
32
$28.2M 0.56%
+703,345
33
$28.2M 0.56%
+416,383
34
$27.9M 0.55%
+988,658
35
$27.7M 0.55%
+670,389
36
$26.9M 0.54%
+510,452
37
$26.9M 0.53%
+492,677
38
$26.8M 0.53%
+300,720
39
$26.1M 0.52%
+483,734
40
$25.4M 0.5%
+727,257
41
$24.1M 0.48%
+1,411,256
42
$23.9M 0.48%
+899,566
43
$23.4M 0.46%
+365,056
44
$23.2M 0.46%
+226,102
45
$23M 0.46%
+2,402,424
46
$22.8M 0.45%
+612,265
47
$22.4M 0.44%
+469,578
48
$22.2M 0.44%
+1,011,417
49
$21.7M 0.43%
+874,775
50
$21.5M 0.43%
+595,725
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